Sterling Financial Planning’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Sterling Financial Planning’s Portfolio VTIP Stock Details VTIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.8M	Buy	56,072 +5,254	+10%	+$261K	0.83%	34
2025 Q4	$2.51M	Buy	50,818 +4,586	+10%	+$229K	0.76%	34
2025 Q3	$2.34M	Buy	46,232 +2,247	+5%	+$113K	0.74%	36
2025 Q2	$2.21M	Buy	43,985 +1,789	+4%	+$89.3K	0.74%	37
2025 Q1	$2.11M	Buy	42,196 +4,560	+12%	+$224K	0.76%	35
2024 Q4	$1.82M	Buy	37,636 +33	+0.1%	+$1.61K	0.67%	40
2024 Q3	$1.85M	Buy	37,603 +2,454	+7%	+$120K	0.68%	38
2024 Q2	$1.71M	Buy	35,149 +2,792	+9%	+$134K	0.69%	38
2024 Q1	$1.55M	Buy	32,357 +3,161	+11%	+$150K	0.63%	41
2023 Q4	$1.39M	Buy	29,196 +3,886	+15%	+$184K	0.6%	44
2023 Q3	$1.2M	Buy	25,310 +3,453	+16%	+$163K	0.61%	42
2023 Q2	$1.04M	Buy	21,857 +7,834	+56%	+$373K	0.51%	45
2023 Q1	$671K	Buy	14,023 +9,680	+223%	+$456K	0.36%	51
2022 Q4	$203K	Buy	+4,343	New	+$207K	0.12%	90

Other funds holding VTIP

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Sterling Financial Planning's VTIP Position: Q1 2026 in Review

Sterling Financial Planning increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 10% in Q1 2026, buying an estimated $261K and bringing the position to 56,072 shares worth $2.8M. The position accounts for 0.83% of the portfolio, ranked #34.

Sterling Financial Planning first reported a position in VTIP in Q4 2022 and has held it in 14 quarters since. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

Sterling Financial Planning held 56,072 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $2.8M as of Q1 2026.
Sterling Financial Planning bought 5,254 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $261K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.83% of Sterling Financial Planning's portfolio in Q1 2026, its #34 holding.
Sterling Financial Planning first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2022 and has held it in 14 quarters since.
911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Sterling Financial Planning's 13F filing for Q1 2026, filed 6 May 2026.